Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $21,909 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $13,077 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,662 | $60,119-54.0% | $90,430-69.4% | $79,858-65.4% |
| Participation rate | 98.8% | 65.0%+33.9pp | 72.7%+26.2pp | 69.6%+29.2pp |
| Annual return | 16.89% | 71.94%-55.0pp | 1293.73%-1276.8pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,810 | $2,068-12.5% | $3,262-44.5% | $2,471-26.7% |
| Participant deferral / active EE | $3,298 | $2,938+12.3% | $3,963-16.8% | $3,740-11.8% |
| Admin fee / account holder | $267 | $3,976-93.3% | $5,613-95.2% | $5,306-95.0% |